Case Study: Heritage Legal streamlines workflows and secure document access with Virtual Cabinet

Heritage Legal - Customer Case Study

Heritage Legal, based in Norwich, is East Anglia’s largest estate planning company with around 40,000 clients. The firm needed a better way to manage large volumes of client files, improve staff efficiency, and avoid the space pressures of paper storage, while also supporting secure communication and easier access for remote working. Heritage Legal chose Virtual Cabinet document management software to help address these challenges.

Virtual Cabinet implemented automated workflows, secure client portal communications, and easy integration with Heritage Legal’s existing practice management system. The solution helped the firm go paperless in key departments, gave staff instant access to documents, reduced response times to client queries, and created a full audit trail for regulated work. It also allowed Heritage Legal to plan for the removal of around 50 filing cabinets and free up space for 8 to 10 additional staff, while improving flexibility for teams working in the office, at home, or on the road.

Heritage Legal

Stuart Burrell

Finance Director